Forum Discussion
Changing Data Source from salesforce reports to SQL Server
Thank you for the response ankitpatira. I will give your suggestion a try and let you know how it goes.
Regards,
I tried your suggestion of replacing the fields in the visuals with the new query fields, unfortunately it did not work as well as I had hoped. We will basicaly have to recreate the visuals.
Any other ideas about possibly changing the source from salesforce reports to SQL Server?
Thank you,
ankitpatira and anyone else that is interested, I was able to successfully make the source change from salesforce reports to SQL Server.
- I created a SQL Server query and named each result column exactly the same as the salesforce reports source columns, as well as having the columns in the same sequence (not sure the sequence matters, but did it for good measure)
- Added my SQL Server query to the pbix
- Once the new SQL Server query was added, I clicked the "Data" icon beneath the "Report" icon on the left ribbon and verified the new SQL Server query column data types all matched the salesforce reports source column data types (I feel like this resolved the issue)- I then went into "Edit Queries", copied the SQL Server query definition from the new query, replacing the salesforce reports "Source" query in source query box/window area
I clicked the green check mark, no errors, then clicked Close and Apply with no errors and the visuals stayed in tact.
One final note I wanted to share regarding changing this data source.
Initially when trying to Close and Apply the source changes in the Query Editor, it would not allow it without signing in to salesforce. At first, I didn't understand why since I had replaced the salesforce reports "= Source" settings with the SQL Server settings (query).
In the Query Editor (Edit Queries), I selected the SQL Server dataset/query in the left ribbon, then clicked "Advanced Editor" on the Home tab and copied the "let/in" settings. Next I selected the salesforce report dataset/query in the left ribbon, clicked "Advanced Editor" on the Home tab and pasted the "let/in" settings from the SQL Server dataset/query, replacing the previous salesforce reports settings.
Best,